Rotary Lbk Charitable Fund

Nonprofit profile at a glance

EIN
472278076
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025, Form 990-N 2020
Location
Longboat Key, FL, USA
Phone
8472748741
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Public, Society Benefit N.E.C.

Reported finances

Revenue
$32,507
Expenses
$32,498
Assets
$26,513

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • Terri Driver (President)
  • Jan Wallace (Immediate Past President & Director)

People named in this filing

  • Terri Driver (President)
  • Jan Wallace (Immediate Past President & Director)
  • Janet Shapiro (Administrative Sec & Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To promote social welfare and the common good of the local community, greater community, and the world by creating charitable and educational programs and supporting the good works of other charitable organizations

What it reported doing in 2025

Participation in Town of Longboat Key's Veterans Day honor program, including $1000 sponsorship payment to the Town and $13,100 donation to support Goodwill Manasota's Veterans Services in their work to provide employment, education, and counseling for local veterans.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filed totals do not add up and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 100
  • Sustainability: 40
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.6%; rating input score 75
  • Program expense ratio: 74.6%; rating input score 75

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 0%; rating input score 44; 44th percentile among comparable filings
  • Total-asset coverage ratio: 0.82; rating input score 42; 42nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -10.6% per year; rating input score 0; 28th percentile among comparable filings
  • Revenue growth: -9.9% per year; rating input score 0; 25th percentile among comparable filings
  • Asset growth: -0.8% per year; rating input score 0; 35th percentile among comparable filings

Details

  • Where the money goes: 74.6% of revenue deployed · 74.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $24K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 44/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.